+2,300.3%
AVGO vs KEY
+121.9%
+2,178.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.7% | +6.1% | +7.9% |
| 7D | -0.9% | -0.4% | -0.5% | -0.6% |
| 30D | -11.6% | +7.2% | -18.8% | -13.7% |
| 3M | -25.2% | -4.9% | -20.3% | -24.0% |
| 6M | -25.4% | +1.1% | -26.5% | -26.1% |
| YTD | -7.2% | +6.8% | -14.0% | -10.1% |
| 1Y | -7.9% | +23.3% | -31.2% | -15.2% |
| 3Y | +262.1% | +126.1% | +136.0% | +165.6% |
| 5Y | +525.7% | +15.2% | +510.5% | +456.8% |
| 10Y | +2,300.3% | +113.6% | +2,186.7% | +1,651.0% |
| All | +2,300.3% | +121.9% | +2,178.4% | +1,651.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling